About RQEAX
ResQ Dynamic Allocation Fund Class A is a tactical allocation mutual fund designed to achieve long-term capital appreciation while maintaining capital preservation as a secondary objective. The fund employs a dynamic investment approach, shifting allocations among domestic and foreign equities, fixed income securities, and commodities based on prevailing market conditions. This flexibility allows the fund to participate in the upside of broad equity benchmarks such as the MSCI World Index, while retaining the option to adopt defensive positions during periods of market stress. The portfolio is constructed using a proprietary quantitative model that ranks securities and adjusts exposures across large, mid, and small cap stocks, as well as any of the nine S&P 500 sectors. The fund's strategy includes regular reviews and staggered holding periods, ensuring the portfolio can quickly respond to changing market environments. As a result, ResQ Dynamic Allocation Fund Class A plays a distinctive role in the financial market by seeking positive returns across varied market cycles and offering potential risk-adjusted returns through active, model-driven asset allocation.
Fund Family RESQ Funds
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RQEAX
Share Class Resq Dynamic Allocation Class A Shares
Index MSCI World Free NR USD
RQEAX had a total return of 8.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.96%.
